Evolution Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,461,669
+1.0%
63,054
+3.6%
1.00%
+2.0%
Q2 2023$4,419,508
+3.4%
60,858
+4.2%
0.98%
-4.9%
Q1 2023$4,273,349
-9.2%
58,411
-6.2%
1.03%
-13.4%
Q4 2022$4,704,329
+14.7%
62,276
+0.8%
1.18%
+5.4%
Q3 2022$4,102,000
-25.5%
61,756
-19.6%
1.12%
-19.3%
Q2 2022$5,503,000
-7.9%
76,823
+1.4%
1.39%
+13.4%
Q1 2022$5,974,000
+1.2%
75,728
+3.7%
1.23%
+37.7%
Q4 2021$5,902,000
+10.9%
73,023
+1.9%
0.89%
-21.9%
Q3 2021$5,322,000
+8.1%
71,687
+10.1%
1.14%
+14.1%
Q2 2021$4,923,000
-13.1%
65,107
-16.2%
1.00%
-20.9%
Q1 2021$5,664,000
+19.0%
77,678
+4.7%
1.26%
+17.8%
Q4 2020$4,760,000
+154.5%
74,211
+119.5%
1.07%
+110.0%
Q3 2020$1,870,000
+57.9%
33,816
+47.8%
0.51%
+31.7%
Q2 2020$1,184,000
-86.4%
22,880
-88.2%
0.39%
-89.0%
Q1 2020$8,725,000
-32.8%
193,967
-13.5%
3.52%
+8.4%
Q4 2019$12,989,000224,2553.25%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders